RIA Fundamentals: The Business of Independent Financial Advisory and Scaling AUM

And What This Means for Retail Investors...

There are many benefits to financial advisors going independent and creating their own RIA, but it can also be challenging.

How can retail investors (aka high-net-worth professionals) uniquely benefit from your independent practice?

Once you are independent, how do you balance the responsibilities you have to your clients with the multifaceted demands of growing a profitable business?

Join Jeff Concepcion and me on YouTube as we discuss the path to becoming an independent RIA, decommoditizing your firm, escaping the pressures of fee compression, maximizing enterprise value, and scaling AUM.